RankiaPro Europe selects Analia Giachino as Sales Manager of the month

Colchester Global Investors would like to thank RankiaPro for their interview with Analia Giachino, Head of Distribution for Israel, Iberia & Latam. In the interview, Analia shares her personal experience in the financial industry and discusses how investors can position themselves in the volatile environment we are facing in global markets.

Sovereign Debt Investors Stress Emerging Markets Gap In New Climate Risk Metrics

Colchester is proud to be a part of the Ascor project which is expected to provide a framework of reporting and measurement that recognises the different development statuses and funding needs of governments. Ascor is expected to identify an initial set of metrics and indicators by the fourth quarter of this year, through its engagement with sovereigns.

Fund society
Transition Risks and Opportunities for Sovereigns

It is widely acknowledged that climate transition is not only an environmental imperative, but also increasingly an economic one. As sovereign bond investors, we need to be cognisant of these risks and incorporate them into our investment analysis, recognising that climate-related risks are significant as are the costs to transition to a low-carbon, more sustainable future. Colchester Global Investors is pleased to highlight “Transition Costs and Risks for Sovereigns” to Funds Society.

Fund society
ESG Sovereign Engagement

Jean Lee, Investment Officer at Colchester Global Investors, discusses ESG Sovereign Engagement for Funds Society and describes the integration of the E,S,G with practical examples.

Colchester Global Government Bond Fund – Class I lists on Livewire’s inaugural 100 Top-Rated Funds List

The 100 Top-Rated funds have been selected on the basis that they have a “Top Rating” from at least one of three widely respected research houses in Australia – Lonsec, Zenith & Morningstar.

Fund society
There Is Still Value In Emerging Fixed Income: These Are The Reasons

Local currency and hard currency emerging market government bonds have partially recovered since the lows of the COVID-19 crisis, but Colchester Global Investors believes there is still value to be found. Colchester has been holding a number of conferences on Emerging Market sovereign debt to give investors a better understanding of the key differences between hard currency and local currency denominated debt. The response from investors has been heartening and we share with you some of the key questions investors have been deliberating.

Colchester adds BDM

Colchester Global Investors has appointed Monica Hood as a business development manager. She comes from Centuria Capital where she spent the last two years as a relationship manager.

Investor Daily
Colchester Global Investors announces new Business Development Manager

It was confirmed on Wednesday that Monica Hood will step into the role, joining the global sovereign bond manager from Centuria Capital.

FTSE Russell launches first index to define and track frontier emerging government bond markets

"Colchester is delighted to have worked closely with FTSE Russell on the design and launch of its FTSE Frontier Emerging Markets Government Bond Index Series."

Investment News NZ
Government bond manager gets fingers in NZ PIE

Sovereign bond specialist Colchester Global Investors is very excited to partner with IIS to bring the Colchester Global Government Bond PIE Fund to the New Zealand market.

Implemented Investment Solutions Ltd is the issuer and manager of the Colchester Investment Funds Scheme. For a Product Disclosure Statement please visit iisolutions.co.nz/colchester. Past performance is not indicative of future performance. Investors are encouraged to seek independent financial advice.

Fund society
Emerging Markets Sovereign Bonds: Local or Hard Currency Debt?

Colchester analyses for Funds Society the opportunities and challenges in 2021 of EM sovereign debt in hard and local currency.

Zenith Award Finalist
Colchester has been recognised as a Finalist in the Zenith Fund Awards 2020

Colchester is pleased to announce that we were nominated as Finalist in the Global and Diversified Fixed Interest category at the Zenith Fund Awards in October 2020. This recognition is a testament to the ongoing consistency of the Colchester team in managing global sovereign portfolios in Australia.

Zenith Disclaimer

Colchester’s Global Fixed Income Fund recognised as Highly Commended in Fund Manager of the Year Award 2020

Colchester is pleased to announce that its Australian Fund, the Colchester Global Government Bond Fund (APIR ETL0467AU) was Highly Commended in the Global Fixed Income category at the 2020 Money Management Fund Manager of the Year awards. This is a testament to the consistency of the Fund which won the award last year.

Fidelity shines a light on Colchester’s Global Bond Fund and real value approach

Colchester’s Cian O’Brien discusses with Fidelity’s Daniel Lane the Global Bond Fund strategy and current market outlook.

Colchester added to Fidelity Personal Investing’s Select 50

Colchester is proud to announce that our Global Bond Fund has been added to Fidelity Personal Investing’s Select 50 which comprises Fidelity’s experts’ top 50 favourite funds.

Colchester Expanding Coverage with New Hire

Colchester Global Investors expands its Latin American coverage by appointing a Product Specialist based in Montevideo.

Money Management Fund Manager of the year 2020
Colchester announced as Finalist for Global Fixed Income Fund Manager of the Year 2020

After taking out the award in 2019, Colchester has backed this up with another nomination again in 2020.

Investment Centre
Why you needed Emerging Market Bonds

Emerging market bonds were the best performers in the global fixed interest bond sector, as they saw a strong finish to 2019. The top performer was Colchester Emerging Markets Bond with 19.42%.

Colchester Adds BDM

Colchester Global Investors has appointed a business development manager to service Australian financial advisers.

Money Management
Perpetual awards Colchester global mandate

Colchester Global Investors has been awarded a global sovereign bond mandate by Perpetual as well as inclusion in Perpetual’s wealth models. “We look forward to partnering with Colchester and accessing their Global Government Bond Strategy via a separately managed account and their fund for Perpetual Private’s Implemented Fixed Income Portfolio and Fixed Income Model Portfolios respectively,” Theo Sofios, Perpetual Private’s head of multi manager, said.

Financial Standard
Perpetual Private awards bond mandate

Colchester has received a sovereign bond mandate from Perpetual Private in a move that will also see its solutions included in model portfolios. Colchester won the mandate, which sees an undisclosed amount invested by Perpetual Private in Colchester's global government bond strategy via an SMA.

Fund society
Colchester – Global Bond Investing in an Era of Negative Interest Rates

Navigating the prevalent negative bond yielding environment is leaving investors perplexed. This article addresses the misconception that positive returns cannot be delivered from government bonds with negative nominal yields and looks at the opportunities available across global sovereign markets.

SMSTrustee News
Colchester fund gets ‘recommended’ rating

Global sovereign bond manager Colchester Global Investors has had its Emerging Markets Bond Fund awarded a ‘recommended’ rating by research house Zenith. The rating was based on the manager’s ability to outperform the market in a variety of market conditions, the research house said.

Investment Centre
Colchester launches EM bond fund

Colchester Global Investors has launched its Emerging Markets Bond fund as a diversifier for financial advisers for the income-generating allocations of their client portfolios.

Financial Standard
Colchester launches new fund

Colchester Global Investors has launched its new Emerging Markets Bond Fund for financial advisers to diversify within the income-generating allocations of client portfolios.

Fund society
Colchester arrives in Latin America and appoints Paul Allen Senior Executive and Global Head of Marketing & Client Services

Colchester Global Investors comes to Latin America and appoints Paul Allen as Senior Executive and Global Head of Marketing & Client Services.

Lonsec Award
Colchester wins Global Fixed Income Fund Manager of the Year 2019

Colchester was awarded Fixed Income Fund Manager of the Year at the recent Lonsec Money Management annual awards evening.

Funds People
Colchester lands in Spain with its value approach to government bonds

Colchester Global Investors have registered the Colchester Multi-Strategy Bond Fund now available for sale in Spain.

CAMRADATA Awards 2019 – Colchester Wins

CAMRADATA awarded Colchester the coveted top spot for the Emerging Markets Government Debt USD category. Read more on page 14 and 15.

Pensions and Investments
Denver Employees selects Colchester for local currency emerging markets debt

Denver Employees Retirement Plan selected Colchester Global Investors to run about $57 million in an emerging markets local currency debt mandate, said Randall Baum, chief investment officer for the $2.3 billion pension fund, in an email.

Investment Centre
Zenith upgrades Colchester fund

‘Zenith has upgraded the Colchester Global Government Bond Fund to ‘highly recommended’. Colchester’s head of distribution, Australia, Angela MacPherson said that the fund surpassed $170 million in funds under management ... “We’re seeing our inclusion in model portfolios and managed accounts and are pleased to see this growth in awareness by financial planners,” she said.’

Pensions and Investments
Sovereign bond boutique embraced by Asian clients

‘(Asia-Pacific) Region now accounts for 30% of total assets for Colchester Global.’ ‘Only the best managers in areas such as "macroeconomics, rates and FX," running global – including emerging markets — bond strategies are benefiting in the current environment, …’

Pensions and Investments
BTNZ hires 3 managers for A$1.6 billion fixed-income portfolio

‘BT Funds Management (NZ) hired Colchester Global Investors (to) manage A$500 million in sovereign bonds...’

Investment News NZ
Global fixed refit at BT NZ

‘Newcomers to the BT NZ portfolio’ are ‘Colchester’ who also features in the ‘Russell Investments international fixed interest manager suite’...

Financial Standard
BT Panorama lists sovereign bond fund

The Colchester Global Government Bond Fund, which was recently rated as 'highly recommended' by Lonsec, is attractive for advisers seeking a defensive fixed income alternative for client portfolios. Colchester Global Investors head of distribution Angela MacPherson said investing in physical sovereign bonds ensures liquidity in all markets and a simplicity that clients can understand. Morningstar recently awarded it a 'silver' analyst rating, reporting it is a "solid choice within the global-bond universe for long-term investors."

Money Management
Money Management Fund Manager of the Year awards 2017 finalists announced

“The awards ceremony is an opportunity to reward the best of the best in the funds management industry as well as the financial planning industry. Money Management is pleased to announce the fund managers who have made the cut.”

Financial Standard
International manager secures VicSuper mandate

Colchester “received a significant mandate from VicSuper.”

Investor Daily
Colchester Global Investors wins VicSuper mandate

“We believe that Colchester’s value-oriented philosophy, based on income generated in real terms, complements our own approach extremely well. We look forward to a successful ongoing relationship with Colchester.”

Pensions and Investments
VicSuper hires Colchester Global Investors to manage $320 million in sovereign bonds.

“CEO Michael Dundon said in a news release Thursday that Colchester will play a “key role” as a satellite manager with an “active, absolute-return-oriented global” directive that will help diversify the fund's broader fixed-income allocation.”

The Australian
Conditions favour active investment: Colonial First State’s Tully

“bond fund managers on Colonial First State Investments FirstChoice platform, the nation’s largest… also uses some lesser-known benchmark-agnostic and contrarian funds such as Colchester Global Investors…”

Investment Centre
Morningstar rates fixed income funds

“Four new bond funds were added to their Morningstar's rating lists … The funds they added included… Colchester Global Government Bond (rated bronze)”.

Money Management
Taking time to listen to the signs, Global Fixed Income

“Being a singular focused global sovereign bond manager without adding credit to portfolios saw Colchester rewarded for its Global Government Bond Fund. Portfolio manager, Martyn Simpson, said: "If you're buying into this fund, you would just have pure government exposure, which gives you liquidity other managers can't give you".

Fund Manager of the Year 2016 Finalists Announced

“The Money Management and Lonsec Fund Manager of the Year awards are the most sought-after awards for the recognition of excellence within the funds management industry.”

Money Management
Ratings houses recommend Colchester fund following MacPherson hire

“The firm announced that Lonsec had issued a "highly recommended" rating for the fund, while Zenith, listed it as "recommended".”

Investor Daily
Colchester Global Investors names distribution head

Angela will be responsible for introducing Colchester’s Global Government Bond Fund to the Australian intermediary market place for the first time in a bid to capitalise on recent strong research ratings and platform interest. “It’s an exciting time for the business, we are pursuing a deliberate strategy of diversifying both our client base and also our geographic location”

Colchester Singapore managing director Paul Allen said: “The appointment of someone of the calibre of Angela will be instrumental for Colchester to build a meaningful presence in the intermediary space in Australia over the medium to long term.”

Pensions and Investments
Colchester Global taps Challenger veteran to lead new Sydney office

“Ms. MacPherson said in a telephone interview that she’ll be leading the institutionally focused London-based firm’s first foray into the intermediary market place in Australia.”

Colchester appoints Head of Distribution Australia

“Sovereign bond fund manager Colchester Global Investors has appointed Angela MacPherson as head of distribution Australia, responsible for introducing Colchester’s Global Government Bond Fund to the Australian intermediary market.”

Pensions and Investments
Money managers seeing big bonanza from Japan

“The country's largest pension fund… recently awarded mandates has broadened considerably to include less familiar names in the region, such as London-based Colchester Global Investors Ltd.”

Pensions and Investments
Japan’s GPIF triples active international bond manager line up

Japan’s Government Pension Investment Fund on Thursday tripled its manager lineup for active international bonds… Among the GPIF's eight categories for active international bonds, were Sompo Japan Nipponkoa Asset Management Co., with subadviser Colchester Global Investors.

AMP Capital restructures bond mandates

“AMP Capital has restructured the investment manager line-up of its Future Directions Australian and global government bond funds … the allocation to Colchester Global Investors rose from 40 per cent to 50 per cent”

Money Management
Russell appoints new managers

Russell’s Australasian chief investment officer, Peter Gunning says it has devoted considerable time and resources to seeking out managers with distinct new global bond investment styles, and as a result has been closely monitoring Colchester through its “on-the-ground” fixed income research in London.